See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,546 | $99,032-57.0% | $80,019-46.8% | $135,375-68.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.26% | 15.39%-25.6pp | 11.22%-21.5pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,932 | $3,043-3.7% | $2,468+18.8% | $4,779-38.6% |
| Participant deferral / active EE | $3,596 | $4,282-16.0% | $3,686-2.4% | $5,609-35.9% |
| Admin fee / account holder | $913 | $10,436-91.3% | $6,521-86.0% | $10,827-91.6% |